Once MRL Corporation produces its first ounce of Graphene I think things will get extreme. I think Graphener's should be considered double the value of Graphiters...
Investor Roadshow September 2015 - Craig McGuckin
The Historic ORE into GRAPHENE news I think has yet to really be processed. An ounce of Graphene goes a Long Way!
www.theaustralian.com.au/...warwick-grigor...graphene/story-e6frg9df-1...
Feb 10, 2015 - VETERAN stockpicker Warwick Grigor has made his biggest bet to date, ... in their company Far East Capital, Mr Grigor has retired from broking ...
www.talgaresources.com/.../AnInvestorsGuidetoGraphenebyFarEastCapit... Far East Capital Ltd directors and employees do not ... Analyst : Warwick Grigor ... the internet with graphene being to materials what the internet has been to ...
www.talgaresources.com/
... tech materials company aiming to become a global leader in bulk graphene and graphite supply. ... View An Investor's Guide to Graphene by Far East Capital ...
investorintel.com/.../australian-miners-claim-big-graphite-advances/
May 19, 2015 - As I have previously reported, Sydney-based analyst Warwick Grigor of Far East Capital has become an enthusiastic backer of graphene.
investorintel.com/.../grigor-says-talga-and-mrl-are-catalysts-for-disruptio...
Jul 14, 2015 - The Sydney-based resources analyst who runs Far East Capital made ... Intel and tagged graphene, graphite, MRL, Talga, Warwick Grigor by ...
www.mrltd.com.au/attachments/article/.../FEC-Graphene-20150831.pdf
Aug 31, 2015 - Far East Capital Ltd directors and employees do not ... Analyst : Warwick Grigor ... graphene applications by solving the supply issue.
Junior mining companies need to fail to make way for innovative firms who can take advantage of the “deeply disruptive graphene age” says Warwick Grigor, Executive Chairman of Far East Capital.
Speaking at a conference in Australia covered by Australian Mining magazine, Grigor said that mining companies needed to recognise the opportunity that the graphene industry provides the sector.
Grigor said: “There has been an explosion in the number of patents being taken out, as industry has been preparing to take advantage of a new and deeply disruptive graphene age.”
He also pointed out that graphene had the potential to alter demand for other commodities, pointing out that graphene was 200 times the strength of traditional steel and, as a result, could displace iron ore in the future.
Grigor said most companies would end up mining graphite to contribute to the production of high-quality graphene, but singled out Talga Resources and MRL Corporation for special mention, noting that they managed high-grade graphene deposits in Sweden, Germany and Sri Lanka, which could be used for the production of low-cost graphene.
Warwick Grigor is Chairman of Far East Capital Limited, a specialist research-based mining company financier and corporate adviser.
Why I think Graphener's are worth Double Graphiters; even ones as Pure as SL Vein Graphite is because it will define an Age like Steel or Bronze! In my opinion it is incredible!
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Research ReportsThe following reports were published by Far East Capital Ltd:
As I have previously reported, Sydney-based analyst Warwick Grigor of Far East Capital has become an enthusiastic backer of graphene. In his latest client note he reports that, at a recent Sydney resources forum, he addressed the audience on the subject of graphene.
“Pleasingly, I was approached by quite a few investors afterwards who wanted to know how to get involved in the sector,” he writes. “That tells me that the [graphene] story continues to be embryonic, both in terms of the material itself and investors’ knowledge of the potential.”
Grigor has become a keen backer of Talga Resources (ASX:TLG) and its Swedish project that contains graphite of such a geological nature that a relatively simple process is involved converting the graphene. (And InvestorIntel also today reports the latest details of Talga’s processing plans in Germany.)
We also have another player in this one-step graphene process, MRL Resources (ASX:MRF) with its crystalline vein project in Sri Lanka. MRL says its deposit has a very high crystalline carbon content not observed in any other previously tested graphite materials. The company said it will now consider the merits of producing both graphite and graphene in its development plan and it will begin talks with several research organizations to find a way to production. MRL employs a combined thermal and mechanical process to isolate the graphene directly from the raw graphite (without milling) and without having to produce graphene oxide.
So where does this leave Talga?
Here’s Grigor again: “You may be tempted to declare that Talga is not longer unique, but that isn’t of itself a problem. You should have always been prepared for the possibility that alternatives would eventually come along.”
“Some people have said that Talga is too good to be true, but the emergence of another company that can employ a similar process actually adds credibility to the thematic,” Grigor argues.
He says the two companies are different: Talga’s orebody has simple geometry that lends itself to low-cost, open cut mining. MRL will access its ore from narrow, very high grade underground mines that will be volume-constrained.
“Talga is still the best option for bulk production, but a small, sweet Sri Lankan mine, or series of mines, could offer high profit margins on low capital costs,” he adds.